Latest Institutional Transactions on Ies Holdings, Inc. (IESC)
This table provides information on the latest institutional transactions involving Ies Holdings, Inc. (IESC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$134 - $200
|
1
$285
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-29.1K- 42.34% |
$3.91M - $5.81M
|
39.6K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
940+ 17.41% |
$126K - $188K
|
6.34K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
5.47KNew |
$735K - $1.09M
|
5.47K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$403 - $599
|
3
$855
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.88K - $2.8K
|
14
$3.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-83- 28.52% |
$11.1K - $16.6K
|
208
$59.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.63K- 23.5% |
$488K - $726K
|
11.8K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 133.33% |
$537 - $799
|
7
$2K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.5KNew |
$201K - $300K
|
1.5K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30New |
$4.03K - $5.99K
|
30
$8.55K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3KNew |
$403K - $599K
|
3K
$855K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$2.28K - $3.39K
|
5.79K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-17- 0.46% |
$2.28K - $3.39K
|
3.7K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$314K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65KNew |
$222K - $330K
|
1.65K
$470K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 17.18% |
$13.4K - $20K
|
682
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.34KNew |
$180K - $267K
|
1.34K
$381K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 28.0% |
$94K - $140K
|
3.2K
$912K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-18.4K- 86.5% |
$2.12M - $3.35M
|
2.87K
$817K
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.6K- 20.34% |
$531K - $839K
|
18K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.78K- 76.5% |
$783K - $1.24M
|
2.08K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$116 - $182
|
1
$285
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.29KNew |
$380K - $599K
|
3.29K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 42.08% |
$759K - $1.2M
|
22.2K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-478- 78.62% |
$55.2K - $87.1K
|
130
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.78KNew |
$206K - $325K
|
1.78K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
17New |
$1.96K - $3.1K
|
17
$4.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.91KNew |
$336K - $531K
|
2.91K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.84KNew |
$444K - $701K
|
3.84K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.53KNew |
$870K - $1.37M
|
7.53K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-846- 0.14% |
$97.7K - $154K
|
614K
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.5KNew |
$404K - $638K
|
3.5K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.5KNew |
$173K - $274K
|
1.5K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
63.3KNew |
$7.31M - $11.5M
|
63.3K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.48K+ 259.75% |
$171K - $269K
|
2.05K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46New |
$5.31K - $8.39K
|
46
$13.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-896- 14.74% |
$103K - $163K
|
5.18K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.12KNew |
$938K - $1.48M
|
8.12K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
862+ 21.82% |
$99.6K - $157K
|
4.81K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.5KNew |
$173K - $273K
|
1.5K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-255- 4.5% |
$29.5K - $46.5K
|
5.41K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
14+ 5.11% |
$1.62K - $2.55K
|
288
$82.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
4.38KNew |
$506K - $799K
|
4.38K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-893- 1.59% |
$103K - $163K
|
55.2K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.69K+ 64.16% |
$195K - $307K
|
4.31K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-141- 6.59% |
$16.3K - $25.7K
|
2K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-657- 35.0% |
$75.9K - $120K
|
1.22K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.32KNew |
$268K - $423K
|
2.32K
$661K
|
|